Interest field is grayed out when importing interest for Organizations

When importing interests for organizations the interest field is grayed out in the batch that is generated, and should not be because Altru allows interest to be imported on to organization records.

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Number:97327

Products:

Altru_Arts_Cultural

This issue has been resolved. If you continue to experience issues, please chat with support and provide the exact steps to duplicate.

Steps to Duplicate

1. Go to Administration > Batch > Batch Entry > Batch Templates2. Click the left arrows next to Constituent Update Batch > Choose Edit3. Select fields and defaults > On the left select Interest > move to the selected fields for the batch4. To default import organizations > Select Constituent type and change the default value from individual to organization5. Save the batch6. Go to Administration > Import > Generate Import Header file > Choose either Constituent Update Batch or Constituent Batch (depending on if the organizations are already populated in your database)7. Edit the quantity for Collection field interest to reflect the max number of Interests you may be importing for each organization8. Click Ok > This will Generate a header file for your import9. Populate your headerfile and save as a CSV

Create the Import process under Administration, then Import

To create a new import process click Add

Fill in a meaningful name (ex. Constituent Import Process)

Click the button “Choose from local file” and browse to the import file

Batch template – choose Constituent Update Batch

Batch owner – Select your username

Map the fields. Click on auto-map and then map the collection fields manually if necessary.

Ex. To map phones select the phones line and then click on “Map Collection Field” button. Enter the number of phones then click on auto-map

On the OPTIONS tab select “Add new entries” under code table fields and select “Quick Find” under search list fields if you are adding a primary business relationship or spouse record

Click save when all fields are mapped

To run the import

Highlight the import and click “Start Import”

Any exceptions will show on the Recent Status tab. You can fix the exceptions and run the import again. Note that the .csv file must be closed when you run the import

Running the import creates a Batch. If you run the import multiple times you’ll have multiple batches so make sure you run the right one

Commit the batch

Click on Batch Entry and highlight your batch created from the import process